See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $11,332 |
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,767 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,545 | $65,061-68.4% | $143,757-85.7% | $66,914-69.3% |
| Participation rate | 78.3% | 65.2%+13.1pp | 80.3%-2.0pp | 69.8%+8.5pp |
| Annual return | -15.41% | -11.14%-4.3pp | -0.04%-15.4pp | 1.58%-17.0pp |
| Employer contribution / active EE | $14 | $2,361-99.4% | $4,951-99.7% | $2,544-99.4% |
| Participant deferral / active EE | $2,857 | $2,919-2.1% | $5,637-49.3% | $4,237-32.6% |
| Admin fee / account holder | $141 | $502-71.9% | $14,673-99.0% | $593-76.2% |